Strategic Asset Management LLC
Strategic Asset Management LLC is an SEC-registered mass-market adviser in Rochester, MN with $218.3M assets under management (AUM, regulatory AUM), +85% over one year. See who owns Strategic Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306384, SEC 801-120401, data through 2026-01-22.
- AUM (assets under management / regulatory AUM)
- $218.3M (2026-01-22)
- Firm type
- Mass-Market Adviser
- Location
- Rochester, MN
- Employees
- 11
- Clients
- 231
- CRD
- 306384
- Ownership
- LOVIK, NATHAN, ANDREW; Baedke, Rebecca, Ann; NELSON, GREGORY, BRIAN; LOVIK, NATHAN; BAEDKE, REBECCA
How much AUM does Strategic Asset Management LLC have?
Strategic Asset Management LLC reported $218.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-22).
Who owns Strategic Asset Management LLC?
Disclosed owners and executives of Strategic Asset Management LLC include LOVIK, NATHAN, ANDREW, Baedke, Rebecca, Ann, NELSON, GREGORY, BRIAN, LOVIK, NATHAN, BAEDKE, REBECCA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.